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B2B Appointment Setter – Outbound Sales Executive
Remote Choice. Make outbound calls to business owners and senior decision-makers using pre-qualified prospect lists .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B outbound calling and appointment setting, with a strong focus on engaging senior decision-makers and understanding business challenges. Proficient in using CRM systems for managing sales activities and reporting.
Highest-signal resume keywords
B2B Outbound Calling ExperienceAppointment SettingCRM System ProficiencyStrong Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Appointment SettingTelemarketingBusiness DevelopmentSales Activity ManagementStructured Call Script Usage
Soft Skills
Strong Listening SkillsPositive AttitudeConfidence in EngagementAttention to Detail
Tools & Technologies
CRM Systems
Industry Keywords
B2B ServicesFinancial ServicesConsultancySME EngagementBusiness Challenges
About the role
Key responsibilities & impact- Make outbound calls to business owners and senior decision-makers using pre-qualified prospect lists
- Follow up with prospects who have previously received introductory email communications
- Use a structured call script to introduce the service and establish interest
- Ask relevant questions to understand business challenges, particularly around financial planning, cash flow, profitability, and growth
- Identify suitable prospects and book qualified 30-minute introductory meetings with senior consultants
- Manage appointment scheduling and ensure accurate diary bookings
- Record all call activity, conversations and outcomes in the CRM on the same day
- Provide concise daily activity reports covering calls made, conversations held, and appointments secured
- Maintain a professional, consultative approach throughout every interaction
Requirements
What you’ll need- Previous experience in B2B outbound calling, appointment setting, telemarketing or business development
- Excellent spoken English, with clear communication and an easily understood telephone manner
- Confidence engaging business owners, directors, and senior decision-makers
- Ability to follow a structured script while keeping conversations natural and engaging
- Strong listening skills and the ability to ask relevant, thoughtful questions
- Experience using CRM systems to record and manage sales activity
- Excellent organisation, attention to detail and reliable reporting
- A resilient, positive attitude towards outbound calling and prospecting
- Previous appointment-setting experience within professional or financial services (desirable)
- Experience promoting business consultancy, coaching, training or other B2B services (desirable)
- Familiarity with engaging SME owners and understanding common business challenges (desirable)
- A proven track record of consistently booking qualified appointments (desirable)
Benefits
Comp & perks- Prospect lists and relevant background information
- Structured calling script and clear qualification criteria
- Guidance on common objections and appropriate responses
- Access to the necessary CRM and appointment-booking processes
- Ongoing feedback and support to improve appointment-setting performance